How does this work?
You link your financial accounts using Draft's Account Link tool. We then provide your advisor with new levels of insight and analysis of your holistic portfolio so that they can monitor your portfolio over time.
How long does it take?
Once you have all of your account logins handy, it should take less than 5 minutes. Some accounts may require you to take a few additional steps, though.
Why is this important?
You may have a number of opportunities available to you such as lowering your fees, removing risk, replacing underperforming holdings, or increasing your return. Draft makes it easy for your financial advisor to find opportunities such as these and strengthen your investment strategy.
Who is Draft?
Draft is a young company based in Austin, TX. We’re building tools to enable financial advisors to provide highly informed holistic advice and to empower investors to make smart investment decisions. We hope it makes working with your advisor seamless and that your advisor discovers opportunities in your portfolio.